# NORTHSTAR ASSET MANAGEMENT LLC

NORTHSTAR ASSET MANAGEMENT LLC of BLUE BELL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109185
- Type: SEC-registered investment adviser
- SEC file number: 801-57654
- Location: 488 NORRISTOWN ROAD, SUITE 142, BLUE BELL, PA, 19422
- Phone: 484-342-4200
- Latest filing: 2023-04-03
- Regulatory AUM: $467.0M
- Discretionary AUM: $407.5M
- Non-discretionary AUM: $59.5M
- Clients: 6
- Accounts: 396

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| BOBROW ROBERT | MANAGING DIRECTOR | — |
| DUNHAM CHRISTOPHER MATHIEU | MANAGING DIRECTOR; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| ORMEROD CHARLES WARREN | MANAGING DIRECTOR, CHAIRMAN | — |
| PUTNAM EDWARD B | MANAGING DIRECTOR, CEO | — |
| CARSON JOHN GERARD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER (+1 more) | — |
| HANNAN KRISTEN MICHELE | DIRECTOR OF CLIENT RELATIONS; DIRECTOR OF CLIENT RELATIONS AND VICE PRESIDENT | — |
| KAELI JR WILLIAM | VICE PRESIDENT | — |
| KAELI JR WILLIAM THOMAS | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109185/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109185/similar
- Related entities: https://search.stillhousedata.com/firm/109185/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109185

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.